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• IMPORT DATA INTO QUICKBOOKS DESKTOP UPDATE

IMPORT DATA INTO QUICKBOOKS DESKTOP UPDATE

Once the import has completed, you can go to ‘Step 1 - Update Data’ in your company’s Settings in Fathom. This will result in some ‘ Unclassified Data’.ĭepending on the file size and internet connection speeds, the import may take several minutes. This will allow you to drill down into the most detail, while preventing double counting of results. It's recommended to only import child classes into Fathom. ❗ Note: Fathom does not recognise the hierarchy between parent classes and child classes. Choose which classes you wish to import into Fathom.

If you have classes in your QuickBooks file, you can select ‘Edit’ next to the company name in the Connector. You should see your QuickBooks files listed in the Fathom Desktop Connector. Select the ‘ + Add Files’ button and choose the QuickBooks Desktop file for the company. If necessary, log back into the Connector. Select the grey ‘Update from QuickBooks Desktop’ button and you’ll be taken to a page where you can re-download the Connector.

If you need to re-download the Fathom Desktop Connector, you can do so by going to ‘Step 1 - Update Data’ of the company’s Settings. Open the Fathom Desktop Connector on your machine. Open your company file in QuickBooks Desktop.Įnsure that there are no other company files open and that all dialog boxes in QuickBooks are closed.